ResearchSMSF InsightsThinking about SMSFsUnderstanding SMSFs

Academic Paper | Understanding self-managed super fund performance

The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds.  This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…

ResearchSMSF InsightsThinking about SMSFsUnderstanding SMSFs

Research Summary | Understanding self-managed super fund performance

The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds.  This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…

ResearchSMSF InsightsThinking about SMSFsUnderstanding SMSFs

Fact Sheet | Understanding self-managed super fund performance

The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds.  This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…

Research

Cost of Operating SMSFs 2020

Our vision is to enable Australians to take greater control of their financial future through a sustainable Self Managed Super Fund (SMSF) community. We believe that every Australian has the right to a good quality of life in retirement and the right to control their own destiny.  Further to this, we believe that better outcomes…

Research

FPA Share the Dream 2018 Research Report

The 2018 Financial Planning Week, run by the Financial Planning Association of Australia, focused on the next wave of ‘dreamers’, sharing money wisdom and practical tips with the people raising the next generation, so they can pass on the financial habits and skills that children will need later on in life. The research includes the…

Research

2018 SMSF Insights Research Paper: Diversification in self managed super funds

Prepared by Investment Trends for BT Financial Group in partnership with the SMSF Association The SMSF Insights Research Paper on Diversification in SMSFs details the results of a short quantitative online survey of financial planners conducted between February and March 2018. Choosing what investments to include in a portfolio is seldom an easy task. This…

Research

SMSF retirement insights – SMSF Association and Accurium research

The SMSF Association and Accurium are the first to publish detailed figures on how the retirement wealth of Australia’s SMSFs have changed post the 2016 SMSF annual tax returns. This new research features the increases in median SMSF balances and provides facts on retirees’ desired lifestyles in retirement including confidence levels on financial health. The…

Research

FPA Live the dream 2017 research report

Australians enjoy dreaming about their future and believe in their ability to create the life they want. People happiest with their lot in life are most likely to have a financial plan, according to the FPA Live the Dream report. The national research of working-age Australians also includes fascinating insights into the regrets, dreams, and…

Research

CommBank SMSF Report: The changing face of the SMSF market

CommBank, in partnership with the SMSF Association, has produced the SMSF Report based on in-depth research conducted to better understand the dynamics of the SMSF market and its investors. The research reveals that SMSF investors no longer meet the traditional stereotype and explores the differences between four types of SMSF investors, each with their own…

Research

SMSF Association research into contribution patterns

The SMSF Association has produced compelling evidence that the Federal Government should increase the concessional contribution cap for people aged 50 and over and extend the carry forward of concessional contributions. The SMSF Association has produced compelling evidence that the Federal Government should increase the concessional contribution cap for people aged 50 and over and…